Archives for February 2012

Use Interim Financial Statements to help your business management

February 27, 2012 By OBT Financial Group Gatton

Why is it that some businesses outperform others? It’s not because they’re in better markets, have more resources or they’re smarter than the rest. The answer, we believe, is they are prepared to think differently and make the ‘right’ choices more often with the best… Read More >>

OBT’s Peace of Mind Guarantee to our clients

February 24, 2012 By OBT Financial Group Gatton

In consideration of the trust that you give to us, we feel that you deserve the finest possible service and the greatest loyalty as a consequence.

Ready. Aim. Fire up your business with OBT in 2012

February 22, 2012 By OBT Financial Group Gatton

How is 2012 shaping up for you as a business owner? Is it running better or worse than last year? Which issues are turning a regular workday into a nightmare? And what are the best strategies to employ in your business this year? If you… Read More >>

For many, changing accountants can seem a potentially arduous process, complicated by difficulty and red tape

February 4, 2012 By OBT Financial Group Gatton

The reality is that a standard protocol exists within our profession to enable the switching process. The only thing the new accountant has to do is write to the incumbent accountant informing them of your decision to appoint new advisors.

Because of the in-depth way in which we work with business owners, we only take on a select number of clients allowing us to concentrate on the following six business conditions:

Increasing your profitability
Improving your cash flow
Focusing on growth
Protecting both personal and business assets
Preparing your business for succession or sale, and
Wealth creation for your retirement

Call us to see how OBT Financial Group can help your business. Or, to find out more about how OBT helps businesses, read our client case studies and our client testimonials.

Liability limited by a scheme approved under

Information we are required to Disclose to You as a Tax Agent and BAS Agent

Our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2025 onward include the following:
- None Applicable
The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here:
https://www.tpb.gov.au/public-register
If you have a complaint about our Tax Agent and/or BAS Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please email Brett Garmeister (Director). Your complaint will be investigated by Brett or a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

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OBT Financial Group

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   MusikMaker93 
 
 
 
 Trustindex verifies that the original source of the review is Google.  The accountants and financial planners at OBT Financial Group are true professionals. Highly recommended.
  
 
 
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   James Windolf 
 
 
 
 Trustindex verifies that the original source of the review is Google.  They have helpful and quick staff
  
 
 
      Posted on Google  
   
   OBT Financial Group 
 
 
 
 Trustindex verifies that the original source of the review is Google.